Need recurring support? Grab 6 CFO calls to use within 12 months (while you're a member)

$1,200 Flat rate, re-up when you need more calls

Have a particular question in mind? Grab one of our CFOs for a 45-minute or 90-minute strategy call and walk away with clear next steps for success

45-Minute = $415

90-Minute = $675

Structure:

Book your time, fill out a form, send any docs to your CFO, your CFO will send an agenda to review before the call.

You'll get the recording & transcript

Struggling to get a budget & cash flow plan in place?

Let our team do it for you!

12-month budget & cash flow plan is a flat rate $2,500

Structure:

Kick-off call to get all the details

Expect your deliverable in 2-3 weeks after the kick-off (dependent on data received)

Need a simple dashboard created so you know what numbers are the best for your business?

We can create a simple KPI dashboard for you.

Structure:

Send your financials to our CFOs

Grab a 30 minute time block to chat with the CFO about suggested KPIs

Let us build the dashboard for you

On our wrap up call we'll teach you how to maintain your dashboard and utilize the data

Simple Dashboard: $2,500

Headed to the bank for a loan or preparing to fundraise?

Contact us to create a custom scope to get a 3-statement 3-5 year forecast to take present the best story of your business.

Starting at $5,000

Are you preparing to sell your business in the next 2-5 years?

It might be time to do a business valuation and gain insights into where you can focus your energy to get the value you want.

Starting at $2000